Advisory Research’s Treehouse Foods THS Stock Holding History

Advisory Research’s Portfolio THS Stock Details THS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,100	Closed	-$357K	–	375
2016 Q3	$357K	Sell	4,100 -7,800	-66%	-$750K	0.01%	227
2016 Q2	$1.22M	Hold	11,900	–	–	0.02%	169
2016 Q1	$1.03M	Buy	+11,900	New	+$951K	0.02%	176

Other funds holding THS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's THS Position: Q4 2016 in Review

Advisory Research sold out of Treehouse Foods (THS) in Q4 2016, closing a stake of 4,100 shares — an estimated $357K sold.

Advisory Research first reported a position in THS in Q1 2016 and held it in 3 quarters. The position peaked at $1.22M in Q2 2016. 278 funds tracked by Wall St. Rank hold THS as of Q4 2016.

Advisory Research reported no remaining Treehouse Foods position as of Q4 2016 after selling out during the quarter.
Advisory Research sold 4,100 Treehouse Foods shares in Q4 2016, an estimated $357K.
Advisory Research first reported a position in Treehouse Foods in Q1 2016 and held it in 3 quarters.
Advisory Research's Treehouse Foods position peaked at $1.22M in Q2 2016.
278 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2016.

Based on Advisory Research's 13F filing for Q4 2016, filed 13 Feb 2017.